The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AARONS INC | COMMON | 00258R109 | 24,643 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
AMERICAN HOMES 4 RENT | COMMON | 02665T306 | 9,968 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP I | COMMON | 043436104 | 21,000 | 215,500 | SH | SOLE | 215,500 | 0 | 0 | ||
AUTONATION INC | COMMON | 05329W102 | 16,938 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
BEST BUY INC | COMMON | 086516101 | 21,145 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
CENTURY CMNTYS INC | COMMON | 156504300 | 14,392 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
COMPANHIA SIDERURGICA NAC | COMMON | 20440W105 | 27,636 | 9,400,000 | SH | SOLE | 9,400,000 | 0 | 0 | ||
D R HORTON INC | COMMON | 23331A109 | 66,554 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COMMON | 243537107 | 15,401 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
DICKS SPORTING GOODS INC | COMMON | 253393102 | 27,493 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
EASTGROUP PPTY INC | COMMON | 277276101 | 20,693 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
FEDEX CORP | COMMON | 31428X106 | 28,422 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
FIRST INDUSTRIAL REALTY TRUST | COMMON | 32054K103 | 19,900 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
FREEPORT-MCMORAN COPPER | COMMON | 35671D857 | 12,512 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
GOLD FIELDS LTD NEW | COMMON | 38059T106 | 9,832 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COMMON | 398905109 | 18,562 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
HIBBETT SPORTS INC | COMMON | 428567101 | 12,943 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
INNOVATIVE INDL PPTYS INC | COMMON | 45781V101 | 8,688 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
INVITATION HOMES INC | COMMON | 46187W107 | 3,919 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
LGI HOMES INC | COMMON | 50187T106 | 38,917 | 335,000 | SH | SOLE | 335,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 65,752 | 805,000 | SH | SOLE | 805,000 | 0 | 0 | ||
M D C HLDGS INC | COMMON | 552676108 | 29,202 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
M/I HOMES | COMMON | 55305B101 | 15,196 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
MARTIN MARIETTA MATLS INC | COMMON | 573284106 | 2,354 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
MERITAGE HOME CORP. | COMMON | 59001A102 | 68,442 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
MICHAELS COS INC | COMMON | 59408Q106 | 4,828 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
NUTRIEN LTD | COMMON | 67077M108 | 21,576 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
PRA GROUP INC | COMMON | 69354N106 | 1,598 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
PENNYMAC FINL SVCS INC | COMMON | 70932M107 | 17,727 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
PENSKE AUTOMOTIVE GRP INC | COMMON | 70959W103 | 7,149 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
PROLOGIS | COMMON | 74340W103 | 22,136 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
PULTE HOMES INC | COMMON | 745867101 | 24,765 | 535,000 | SH | SOLE | 535,000 | 0 | 0 | ||
RENT A CTR INC NEW | COMMON | 76009N100 | 8,369 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
STAG INDL INC | COMMON | 85254J102 | 10,367 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
TRI POINTE GROUP INC | COMMON | 87265H109 | 23,763 | 1,310,000 | SH | SOLE | 1,310,000 | 0 | 0 | ||
TAPESTRY INC | COMMON | 876030107 | 20,553 | 1,315,000 | SH | SOLE | 1,315,000 | 0 | 0 | ||
TAYLOR MORRISON HOME CORP | COMMON | 87724P106 | 29,754 | 1,210,000 | SH | SOLE | 1,210,000 | 0 | 0 | ||
TECK RESOURCES LTD. | COMMON | 878742204 | 15,312 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COMMON | 88023U101 | 2,230 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
THOR INDS INC | COMMON | 885160101 | 17,147 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
TOLL BROTHERS INC | COMMON | 889478103 | 45,254 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | ||
TOPBUILD CORP | COMMON | 89055F103 | 17,922 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
VALE S A | COMMON | 91912E109 | 23,276 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
VULCAN MATLS CO | COMMON | 929160109 | 8,132 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
HORIZON THERAPEUTICS PLC | COMMON | G46188101 | 19,420 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | COMMON | G81276100 | 15,147 | 810,000 | SH | SOLE | 810,000 | 0 | 0 |